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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,598 | $71,230+153.5% | $93,727+92.7% | $80,959+123.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 15.11% | 11.26%+3.9pp | 133.83%-118.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,954 | $1,565+88.7% | $2,421+22.0% | $2,757+7.1% |
| Participant deferral / active EE | $7,165 | $4,037+77.5% | $4,417+62.2% | $4,300+66.6% |
| Admin fee / account holder | $2,020 | $6,961-71.0% | $8,292-75.6% | $6,925-70.8% |